David Einhorn: The Bigger They Are, the Harder They Fall

David Einhorn: The Bigger They Are, the Harder They Fall

After reading Michelle Celarier’s article on David Einhorn, the founder, and president of Greenlight Capital (long–short hedge fund), and his appearance on the 23rd annual Sohn Investment Conference, one cannot help but wonder why he stubbornly keeps his head in clouds, and will he ever come down to earth when it comes to his value-investing paradigm? Over the period between 2014 and 2017 Greenlight’s assets had shrunk for $5.4 billion, […]

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Andrew Chen’s (Andreessen Horowitz) Business Lesson about Growth

Andrew Chen’s (Andreessen Horowitz) Business Lesson about Growth

We found an interesting collection of Tweets about the business that are written by Andrew Chen, Andreessen Horowitz’s general partner. https://25iq.com/2018/05/19/business-lessons-about-growth-from-andrew-chen-andreessen-horowitz/ According to him, it is not important to look at the final business success; the growth is the key to every business success. There are special growth teams in every company who collect data about growth flow, estimate funnel success, and about customers that bring growth and those who […]

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Secrets to Success: How to be Bigger Than Facebook?

Secrets to Success: How to be Bigger Than Facebook?

Everyone who has ever thought of investing in stocks and shares has asked himself that age-old question: How do I know which company is the best/safest/most probable to succeed in the (near) future? Well, Saber Capital Management Inc. may just have the answer for you. We read their report The Common Denominator: Tencent, Facebook, Google in which they tried to get to the bottom of these money-making machines and their […]

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Graham & Doddsville Issue

Graham & Doddsville Issue

We came across the very interesting student-led investment publication of Columbia Business School (CBS) is co-sponsored by the Heilbrunn Center for Graham & Dodd Investing and the Columbia Student Investment Management Association (CSIMA). As its 33rd edition, it has many interesting topics and interviews, but we managed to provide you a short brief trough the edition, while the whole paper you will be able to see at the link provided […]

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Vulcan International: Playing Hide-and-Seek with Value

Vulcan International: Playing Hide-and-Seek with Value

In one of the posts on Oddball Stocks blog, Nate Tobik definitely scratched the surface of financial statements of what seems to be one of the highly secretive companies out there – the Vulcan International, a Delaware incorporated company. We have to admit that it’s quite interesting how Nate laid his hands on company’s last year financial statements, knowing that Vulcan is requesting a signed NDA in order to release them to […]

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